Investment Banking Cohorts

Your First Step into IB, PE & VC Careers

From Classroom to Deal Room Tools

From financial modeling to deal sourcing, learn to work with tools used by top analysts at firms like JPMorgan and more.

Your IB Foundation in 6 Powerful Modules

From decoding deal structures to mastering valuation — dive into IPOs, QIPs, M&As, PE/VC, capital structuring, and modeling with market case studies and tools used by top firms.

Gain a comprehensive understanding of core investment banking verticals including M&A, Equity Capital Markets (ECM), Debt Capital Markets (DCM), and Structured Finance. Explore how top-tier global firms like JPMorgan and Morgan Stanley, domestic leaders such as SBI Capital and Axis Capital, and renowned boutiques like Avendus and JM Financial operate across the deal lifecycle. Develop a strong grasp of India’s regulatory ecosystem—covering SEBI, RBI, NSE, and BSE—while building solid fundamentals in financial statement analysis, valuation methodologies, and crafting sound investment rationale.

Learn to analyze Profit & Loss statements, Balance Sheets, and Cash Flow reports using real financial data from leading Indian companies like HDFC Bank. Apply key financial ratios—such as ROCE, Debt-to-Equity, and Interest Coverage—to assess profitability, liquidity, leverage, and efficiency. Identify red flags including pledged shares, related party transactions, and audit disclaimers. Leverage platforms like Screener, TIKR, and Moneycontrol for in-depth financial analysis and company research.

Build fully integrated 3-statement financial models with dynamic assumptions and sector-specific drivers. Master core valuation techniques—DCF, Comparable Company Analysis, and Precedent Transactions—using real Indian deals like Nykaa, Delhivery, and Tata Technologies. Enhance your analysis with sensitivity and scenario modeling, and create pitch-ready valuation outputs. Incorporate key industry metrics such as AUM, ARPU, and EBITDA Margin, and benchmark against peer comparables to ensure valuation precision.

Understand key capital-raising instruments—IPO, QIP, Rights Issue, NCDs, and PIPEs—from both public and private market perspectives. Learn the end-to-end listing process in India, including DRHP filing, book building, anchor investor allocation, and roadshows. Analyze landmark fundraises like LIC, Paytm, and Zomato, and the critical role played by merchant bankers such as Kotak and Axis Capital. Navigate SEBI’s ICDR regulations, FPI/FDI limits, and the strategic importance of timing in market entry.

Master the complete M&A process—from deal sourcing and due diligence to synergy analysis, term sheet negotiation, and post-deal integration planning. Explore key structuring techniques including stock swaps, leveraged buyouts (LBOs), earnouts, and cross-border considerations. Deep dive into landmark transactions like the HDFC-HDFC Bank merger, Flipkart-Walmart deal, and Reliance Jio’s acquisitions. Gain clarity on corporate restructuring under the IBC framework and regulatory compliance involving the CCI and NCLT.

Gain a complete understanding of India’s PE-VC lifecycle—from deal sourcing and due diligence to portfolio management and exits. Learn to structure deals using instruments like SAFE notes, CCPS, and OCDs. Analyze high-growth companies like OYO, Zepto, and Lenskart using key metrics such as GMV, burn rate, and CAC:LTV. Explore the AIF ecosystem, DPIIT regulations, and secondary exit strategies shaping India’s startup funding landscape.

Featured Finance Mentors from Past Cohorts

Applied Investment Banking Challenges

Work on real-world IB deals and sharpen your decision-making with hands-on challenges.

Compare bulge brackets, domestic IBs, and boutiques with recent India deals.
Output: Firm map + 5-slide deck

Analyze 2 NSE companies using key ratios and risk flags.
Output: Excel + 2-page report

Model financials & run DCF/Comps for a listed Indian firm.
Output: Excel + 8-slide pitch deck

Break down a recent IPO and simulate a mock fundraising.
Output: DRHP insights + raise memo

Evaluate an Indian M&A deal with synergy + accretion/dilution model.
Output: Excel + 10-slide deck

Draft a VC term sheet, cap table & simulate exit routes.
Output: Term sheet + cap table + exit model.

Frequently Asked Questions

Everything you need to know about the program, placements,
tools, and what makes us industry-ready.

The total program fee is INR 3,999 for the 3-month cohort. Learners have the flexibility to pay in two easy installments of INR 2,000 each.

The Investment Banking Cohort is tailored for undergraduates, MBA students, and young professionals aspiring to build careers in investment banking, private equity, or corporate finance. Admission is selective, involving a brief screening process to ensure the right fit. To maintain a high-quality learning experience with individual attention, each cohort is limited to just 12 learners.

Your fee includes 3 months of immersive, hands-on learning, guided by industry mentors and backed by comprehensive career support—covering everything from LinkedIn optimization and cold emailing to mock interviews and exclusive internship opportunities. Please note, once the program begins, fees are non-refundable.

Live sessions take place on weekend evenings, while weekdays are reserved for self-paced project work. Every 15 days, we host a dedicated mentorship or placement support session. Can’t attend a session live? No worries — all sessions are recorded and shared for you to catch up anytime.

This cohort is designed for aspiring professionals looking to explore and build careers in Investment Banking, Private Equity, and Venture Capital. It acts as a stepping stone, helping you gain a clear, hands-on understanding of the industry and assess whether these fields are the right fit for you. While it’s not a direct guarantee of a full-time IB role—especially within just 3 months—it equips you with essential skills, industry insights, and tools to pursue internships and strengthen your long-term career path in high finance.

Yes, upon successful completion of the cohort—including active participation and submission of all capstone projects—you will receive a certificate of completion. Additionally, you’ll be provided with a detailed project report highlighting your performance, key strengths, and practical skills demonstrated throughout the program.

Student Reviews at Xllerates

Check out our reviews on Quora

Student Success Stories